Santa Monica Partners LP 13F 持仓 · 2026年Q2
Santa Monica Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 12 只证券，申报市值合计 1.85 亿美元。前几大持仓：TPL（38.24%）、MA（28.31%）、BELFB（12.15%）。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TPL | Texas Pacific Land Corp. - Common Stock | $70.9M | 38.24% | 161,973 | 持平 |
| 2 | MA | Mastercard Incorporated - Common Stock | $52.5M | 28.31% | 102,170 | 持平 |
| 3 | BELFB | Bel Fuse Inc. - Class B Common Stock | $22.5M | 12.15% | 67,634 | 持平 |
| 4 | GRMN | Garmin Ltd. - Common Stock | $9.7M | 5.22% | 40,755 | 持平 |
| 5 | BCPC | Balchem Corp. - Common Stock | $8.6M | 4.66% | 51,100 | 持平 |
| 6 | BELFA | Bel Fuse Inc. - Class A Common Stock | $6.8M | 3.68% | 23,434 | 持平 |
| 7 | BR | Broadridge Financial Solutions, Inc. - Common Stock | $5.6M | 3.01% | 40,793 | 持平 |
| 8 | BRK/A | Berkshire Hathaway Inc. Common Stock | $3.0M | 1.62% | 4 | 持平 |
| 9 | BTC | Grayscale Bitcoin Trust ETF | $3.0M | 1.59% | 64,932 | 持平 |
| 10 | LB | Landbridge Company - Common Stock | $1.4M | 0.77% | 18,000 | 持平 |
| 11 | MCB | Metropolitan Bank Holding Corp. - Common Stock | $771,000 | 0.42% | 7,811 | 持平 |
| 12 | BTC | Grayscale Bitcoin Minitrust ETF | $337,000 | 0.18% | 12,986 | 持平 |
| 13 | BNT | Brookfield Wealth Solutions - Class A stock | $294,000 | 0.16% | 6,904 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR